Alpine Woods Capital Investors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Alpine Woods Capital Investors’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Sell	4,900 -3,200	-40%	-$285K	0.1%	131
2026 Q1	$648K	Buy	8,100 +600	+8%	+$53.1K	0.16%	104
2025 Q4	$793K	Hold	7,500	–	–	0.19%	96
2025 Q3	$863K	Hold	7,500	–	–	0.2%	89
2025 Q2	$821K	Hold	7,500	–	–	0.2%	94
2025 Q1	$667K	Hold	7,500	–	–	0.17%	101
2024 Q4	$751K	Hold	7,500	–	–	0.14%	116
2024 Q3	$777K	Hold	7,500	–	–	0.14%	122
2024 Q2	$652K	Hold	7,500	–	–	0.1%	131
2024 Q1	$592K	Hold	7,500	–	–	0.12%	128
2023 Q4	$608K	Hold	7,500	–	–	0.09%	127
2023 Q3	$512K	Hold	7,500	–	–	0.08%	122
2023 Q2	$519K	Hold	7,500	–	–	0.08%	118
2023 Q1	$457K	Hold	7,500	–	–	0.07%	135
2022 Q4	$384K	Sell	7,500 -13,350	-64%	-$692K	0.06%	145
2022 Q3	$1.04M	Hold	20,850	–	–	0.14%	124
2022 Q2	$1.12M	Hold	20,850	–	–	0.14%	127
2022 Q1	$1.44M	Hold	20,850	–	–	0.15%	131
2021 Q4	$1.66M	Sell	20,850 -5,650	-21%	-$472K	0.16%	129
2021 Q3	$2.12M	Hold	26,500	–	–	0.23%	124
2021 Q2	$2.07M	Hold	26,500	–	–	0.21%	125
2021 Q1	$1.81M	Hold	26,500	–	–	0.2%	130
2020 Q4	$1.88M	Hold	26,500	–	–	0.23%	122
2020 Q3	$1.65M	Hold	26,500	–	–	0.25%	118
2020 Q2	$1.51M	Hold	26,500	–	–	0.29%	98
2020 Q1	$1.11M	Hold	26,500	–	–	0.25%	103
2019 Q4	$1.24M	Hold	26,500	–	–	0.23%	98
2019 Q3	$1.12M	Hold	26,500	–	–	0.21%	100
2019 Q2	$1.16M	Hold	26,500	–	–	0.24%	101
2019 Q1	$1.12M	Hold	26,500	–	–	0.24%	102
2018 Q4	$920K	Buy	+26,500	New	+$961K	0.22%	108

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alpine Woods Capital Investors's IGV Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 40% in Q2 2026, selling an estimated $285K and leaving 4,900 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #131.

Alpine Woods Capital Investors first reported a position in IGV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.12M in Q3 2021. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Alpine Woods Capital Investors held 4,900 shares of iShares Expanded Tech-Software Sector ETF worth $444K as of Q2 2026.
Alpine Woods Capital Investors sold 3,200 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $285K.
iShares Expanded Tech-Software Sector ETF made up 0.1% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #131 holding.
Alpine Woods Capital Investors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 31 quarters since.
Alpine Woods Capital Investors's iShares Expanded Tech-Software Sector ETF position peaked at $2.12M in Q3 2021.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.